Question 1

How many shares of ALAI does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 57,701 shares of ALAI (THE ALGER ETF TRUST).

Question 2

What is &PARTNERS's ALAI position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's ALAI position is worth $2.6M.

Question 3

Is &PARTNERS buying or selling ALAI?

Accepted Answer

In 2026-Q2, &PARTNERS increased their ALAI position (+27.2% change in shares).

Question 4

When did &PARTNERS first buy ALAI?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in ALAI in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	57,701	+27.2%	$2.6M	0.0%	$45.64	33
2026-Q1	Increased	45,348	+18.1%	$1.5M	0.0%	$33.41	30
2025-Q4	Increased	38,385	+74.6%	$1.4M	0.0%	$36.44	38
2025-Q3	Increased	21,988	+36.3%	$824,550	0.0%	$36.81	32
2025-Q2	Increased	16,137	+34.7%	$548,974	0.0%	$30.16	31
2025-Q1	New	11,981	-	$276,713	0.0%	$22.74	32

ALAI6 quarters

ALAI
6 quarters